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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
1876
Armstrong Advisory Group
Massachusetts
$21.9M -$244K -908 -1%
RLIM
1877
Red Lighthouse Investment Management
New York
$21.9M -$2.07M -7,729 -9%
SPI
1878
Strategic Planning Inc
Ohio
$21.9M -$357K -1,329 -2%
CAM
1879
Covenant Asset Management
New Jersey
$21.9M -$726K -2,705 -3%
VW
1880
Vantage Wealth
California
$21.8M -$337K -1,255 -2%
IFS
1881
Integrated Financial Solutions
Virginia
$21.8M -$1.81M -6,744 -5%
MIM
1882
Martin Investment Management
Florida
$21.8M -$1.77M -6,576 -8%
CA
1883
COFG Advisors
Illinois
$21.8M +$21.5M +80,240 New
FCA
1884
FLC Capital Advisors
California
$21.8M -$25.2K -94 -0.1%
MCM
1885
M1 Capital Management
Michigan
$21.8M -$207K -770 -1%
AW
1886
Atlas Wealth
Ohio
$21.8M -$442K -1,646 -2%
WEG
1887
World Equity Group
Illinois
$21.8M -$8.02M -29,874 -27%
PCMK
1888
Paragon Capital Management (Kansas)
Kansas
$21.7M -$1.64M -6,101 -7%
KWS
1889
Keystone Wealth Services
California
$21.7M +$1.45M +5,406 +7%
XT
1890
XTX Topco
Cayman Islands
$21.6M +$15.1M +56,198 +240%
LHC
1891
Little House Capital
Massachusetts
$21.6M -$2.94M -10,959 -12%
AGAM
1892
Avalon Global Asset Management
California
$21.6M
ORC
1893
O'Rourke & Company
Massachusetts
$21.6M -$559K -2,082 -3%
NCGI
1894
Next Century Growth Investors
Minnesota
$21.6M +$2.1M +7,824 +11%
GEM
1895
Global Endowment Management
North Carolina
$21.5M +$603K +2,246 +3%
LTAS
1896
Linden Thomas Advisory Services
North Carolina
$21.5M +$92.9K +346 +0.4%
GIM
1897
Guardian Investment Management
California
$21.4M
MAM
1898
Milestone Asset Management
Pennsylvania
$21.4M +$9.28M +34,584 +78%
TAM
1899
Titleist Asset Management
Texas
$21.4M +$2.52M +9,388 +14%
IB
1900
Iyo Bank
Japan
$21.4M